Drive early adoption
Nudge new customers to finish the setup steps that make the product work in their first weeks.
Ways to get this done with Avoma
Pick the approach that fits how your team works. You can start with one and add another later.
How this works
Shown for:
- 1Trigger
A new account hasn't completed a key setup step
- 2Context
An Avoma agent (Avoma agentic platform) watches onboarding notes, account setup status, recent calls and emails
- 3Reason
Compare setup progress with the outcomes the customer said they want
- 4Act
List outstanding setup steps and draft a reminder tied to the customer's goal, each time it's warranted
- 5Human judgment
CSM reviews and sends the reminder
Agent
Find accounts with incomplete setup steps. The agent checks onboarding progress against agreed requirements, flags outstanding actions, and drafts reminders connected to the customer's intended outcomes.
How this works
Shown for:
- 1Trigger
You ask Avoma
- 2Context
Ask Avoma (Avoma agentic platform) reads onboarding notes, account setup status, recent calls and emails, narrowed by what you ask
- 3Reason
Compare setup progress with the outcomes the customer said they want
- 4Act
List outstanding setup steps and draft a reminder tied to the customer's goal, returned in Ask Avoma
- 5Human judgment
CSM reviews and sends the reminder
Prompt
Identify outstanding onboarding steps from customer conversations and account context, then draft follow-up reminders linked to agreed outcomes.
For [Account], which started [date], list the setup steps they have not completed that are needed for [outcome], and draft a short reminder that ties the next step to what they said they want.
What good looks like
The first weeks decide whether the product becomes part of the customer's routine.
Tie every reminder to the customer's goal
A reminder about their outcome gets action, and a reminder about a task gets ignored.
Start with the steps that make the product useful
Some setup steps matter far more than others.
Check progress weekly in the first month
Stalled setups tend to stay stalled without a nudge.
Customer stories
What teams say
The connection to Clickup and Hubspot saves us at least 5 hours week per project manager and it saves 10+ hours of wasted onboarding effort when launching a new client.
The AI-powered transcription and meeting summaries ensure that customer insights are captured and actionable next steps are clear for everyone.
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